Website: johndaviscpa.com
Phone: (239) 945-4939
Davis & Associates CPAs is a certified public accounting firm serving business owners in Cape Coral and the surrounding Southwest Florida area. The firm offers bookkeeping and a full range of accounting and tax services, and it maintains a Cape Coral office at 1402 Cape Coral Parkway E, Cape Coral, FL 33904, reachable at (239) 945-4939. The firm describes its bookkeeping work as precise and reliable and frames it as a way for business owners to understand the financial health of their company rather than guess at it.
Services
The firm’s offerings span individual, business, and tax services, including:
- Bookkeeping services, covering day-to-day financial data such as reviewing bank statements, tracking inventory, and recording accounts receivable and billables, with detailed reports and documents.
- Small business accounting, payroll, reviews and compilations, and financial planning for businesses.
- QuickBooks and cloud accounting, new business formation, business valuation, cash flow management, part-time CFO services, internal controls, and business advisory services.
- Tax services, including individual and business tax preparation, tax planning, estate and trust tax services, and representation for tax problems such as IRS audits, levies, liens, and payment plans.
- International tax and consulting services, including support for non-US residents and green card holders, ITIN matters, and FATCA and FBAR.
The firm distinguishes bookkeeping from accounting in its own materials, describing bookkeeping as the daily financial details and accounting as the broader picture of a company’s financial health.
Who They Serve
Davis & Associates CPAs works with business owners across Southwest Florida and lists several industry niches, including construction, dentists, healthcare, hospitality, law firms, manufacturers, and real estate. It also notes restaurant bookkeeping among its niche markets. It also serves homeowners and condominium associations, including HOA compilations and reviews, and non-profit organizations.
The firm gives specific attention to the construction trade. Its construction bookkeeping material describes tracking accounts receivable, preparing weekly and bi-monthly payables, monthly reconciliation of all accounts, comprehensive monthly financial reports, budget analysis and management, quarterly and semi-annual financial statements, reviews and compilations, and tax return preparation. It also describes payroll processing for employees and payments to independent contractors, handling of HR issues associated with workers’ compensation, and job costing that tracks materials, labor, equipment rentals, and permits with the goal of creating accurate bids. The firm notes that it gives particular attention to sales and use taxes, including amounts paid for materials at point of sale and the tax rates in areas where materials are actually used, in order to help construction clients avoid over- or underpayment at tax time.
Approach & Tools
The firm states that it customizes its services to each client’s leadership style rather than taking what it calls a cookie-cutter approach, and that it makes itself available year-round rather than only at tax season. It notes that clients interact directly with partners and managers. The firm also states that outsourcing bookkeeping can save clients the cost of an in-house bookkeeper. It indicates a willingness to work alongside a client’s in-house team and uses QuickBooks among its tools. These characterizations reflect the firm’s own descriptions.
Service Area
The firm maintains multiple offices in Southwest Florida, including its Cape Coral office as well as locations in Naples (400 5th Ave S, Suite 301, Naples, FL 34102, (239) 775-8588) and Bonita Springs (28901 Trails Edge Blvd, Suite 205, Bonita Springs, FL 34134, (239) 444-5945). The firm also references a Love Thy Neighbor Foundation and a client portal with secure file sending. Cape Coral business owners seeking a local CPA firm offering bookkeeping, accounting, tax, HOA, and industry-specific services may find this firm relevant.